Episode 104: This week, Kyle Van Pelt talks with Steve Reder, Partner & Head of Wealth Management at RWA Wealth Partners.
Kyle and Steve talk about the four pillars of generational wealth planning. They discuss how RWA Wealth Partners is a boutique firm of consequence, what that means in practice, and how Steve and his team help clients create lasting legacies through financial planning, investment strategy, tax planning, and estate planning. Steve also shares thoughtful advice on building generational relationships and delivering high-touch, in-house services in a scalable way.
In this episode:
(00:00) - Intro
(01:51) - Steve's money moment
(05:23) - What it means to be a boutique firm of consequence
(06:18) - The four pillars of generational wealth planning
(09:05) - Strategies for engaging kids in family planning meetings
(11:07) - In-house tax and estate planning
(13:32) - Why RWA rebranded
(15:43) - RWA's future model: Recruitment and strategic acquisitions
(18:36) - RWA's AUM-based model
(23:20) - The indispensable role of human advisors in the age of AI and technology